Covid Response


  • Primary Focus

  • Referral Marketing

  • Clients - Referrals and returning work

  • Lead Source Tracking

  • Marketing ROI

Cash Management

  • Cash Forecast Examples

  • Cash Sources

  • SBA Loan - How to Apply

  • Review all vendor payments for last few months. Cut fluff. Prioritize payments.


  • Extended Family Leave Credit

  • Sick Leave Credit


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IOLTA and Financial Accounting for Law Firms

Financial Accounting

Understand your firm's financial performance with a clean set of books, accurate financial statements, budgets, and management reports.

IOLTA Trust Accounting

You can finally have the IOLTA trust account reports required by the state bar and know exactly who all IOLTA funds belong to.

Practice Management Systems

Start using a modern practice management system to manage matters, your team, and your firm.

Learn more about our IOLTA and financial accounting services for law firms.


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